- WALTON ISAACSON LLC (Culver City, CA)
- Job Type Full-time Description Overview Walton Isaacson, LLC's ("WI") Client Finance Manager role is an essential contributor to the success of the agency's ... business] days per week during designated work hours.) Reports To: Sr. Director, Client Finance Direct Reports: N/A Job Level: Individual Contributor FSLA… more
- SMBC (Jersey City, NJ)
- …flow to remediate the data gaps using tactical and strategical approach + Drive Data Management activities with focus on data definitions, data ... in Testing and Quality Assurance (including test planning, test execution and test management ) + Participate in data quality governance, data controls… more
- SMBC (Jersey City, NJ)
- … Finance processes within its US operations, including financial planning, reporting, and data management . Working with core Finance teams and other key ... knowledge of change/program management , financial operations and planning, risk and controls management , IT processes, and data management . + Ability to… more
- SMBC (Jersey City, NJ)
- … Finance processes within its US operations, including financial planning, reporting, and data management . Working with core Finance teams and other key ... of financial services, including banking, leasing, securities, credit cards, and consumer finance . The Group has more than 130 offices and 80,000 employees worldwide… more
- SMBC (Jersey City, NJ)
- …for rigorously executing upon and managing a portfolio of prioritized finance data strategy and data management (including setting up adequate ... stakeholders across SMBC Americas. **Responsibilities** + Manage a portfolio of prioritized finance data governance initiatives / workstreams + Support the… more
- Neuberger Berman (New York, NY)
- …Team is responsible for managing the implementation of new products, institutional client mandates, portfolio management or deal teams, and strategic offerings. ... fund launches and deal support, liaising across internal teams (legal, finance , operations, technology, portfolio management ), and coordinating all setups… more
- Neuberger Berman (New York, NY)
- …business. This individual will bear day-to-day responsibility for managing the finance and accounting work streams within NB Private Credit. **Responsibilities:** + ... Member of the finance team responsible for the accounting and financial reporting...knowledge of the assets in the portfolio + Perform data analysis on large asset portfolios including data… more
- Neuberger Berman (Chicago, IL)
- …Real Estate Debt Strategies group ("RESI") is seeking a candidate to lead the Finance Team that is responsible for a series of fast-growing residential credit funds ... the platform. The position is based in Chicago, alongside the Business Team, with Finance Team members located in both Chicago and at NB's New York headquarters.… more
- Neuberger Berman (New York, NY)
- …team to design and implement new compensation frameworks + Produce tailored, data -driven analyses to support senior management decision-making and emerging ... is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth...for our Private Wealth business ($80Bn+ in Assets under management ). This high-impact role requires a professional who can… more
- Arup (Los Angeles, CA)
- …to support financial reporting, ensure accuracy in billing, and help improve key finance processes. + Collect operational and market data for financial and ... this role right for you?** **Required:** ?? + Currently pursuing abachelor's degree?in? Finance , Business Management , or similar field + Experience with general… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We're looking for a Summer 2026 Intern to join our Client Experience (CX)team within Asset Management . This summer internship within CX will ... Client metric reporting and trend analysis. + Client relationship management (CRM) system or ...towards or have an undergraduate or graduate degree in Finance , Accounting, Economics, Data Analytics, Business Analytics,… more
- Plante Moran (Southfield, MI)
- …as a liaison between advisors and broader PMFA operations team Field questions related to client data , reports or any items as a result of work Research and ... but not be limited to: Portfolio Administration Self-review of tasks performed, including client deliverables Manage and prioritize tasks and workflows Serve… more
- Arup (Los Angeles, CA)
- …value and use of CRM data across the business in decision making, client management and work winning activities. **Analytics and reporting** + Leads the ... programs related to client systems and knowledge management . Expands the focus on data information...needs generating business insight + Work closely with the Finance team to ensure reporting is aligned to global… more
- Banc of California (New York, NY)
- …of our fast-growing Fund Finance practice responsible for owning aspects of client management , retention, and expansion for our Venture Capital and Private ... more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance , Client Manager will be a key...Accounting or related field. Preferred: + 3+ years of client relationship or portfolio management experience, ideally… more
- Neuberger Berman (New York, NY)
- …of all client and account types across the platform + Partner with Enterprise Data Governance to define and maintain client and account data dictionaries ... debt / enhancements **Qualifications:** + Bachelor's degree in Business Administration, Finance , Operations Management , Engineering or a related field. Advanced… more
- Neuberger Berman (Chicago, IL)
- …institutional client exhibits. Our team works in close collaboration with Portfolio Management , Client Service, IT, Marketing, RFP and Legal teams and you ... supporting the Non-Investment Grade and Insurance Fixed Income portfolio management teams. This role is responsible for compiling portfolio...reports and client analytics + Produce monthly client reports and data for institutional and… more
- Somatus (Mclean, VA)
- …Somatus' clients and leadership by analyzing Somatus' healthcare claims and care management data . This position will work collaboratively with the Operations, ... through rigorous problem solving and iterative analytic analysis + Develop internal and client -facing reports from insights generated from our data analyses +… more
- Quad (Stillwater, MN)
- … presence. The Client Service Manager is responsible for the day-to-day management and oversight of all projects within an integrated program. They partner with ... help our clients win every day. We use our data -driven integrated marketing and manufacturing platform to streamline solutions...believes we can always create a better way. The Client Services Manager will lead and oversee complex, integrated… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate will… more
- SMBC (Charlotte, NC)
- … data capabilities across the firm. This includes enterprise-wide initiatives in data governance, data management , and regulatory compliance, with a ... Inc., Banco Sumitomo Mitsui Brasileiro SA, and Sumitomo Mitsui Finance and Leasing Co., Ltd. The Chief Data...needs Lead data sourcing workstream for prioritized data related projects - Program Intake Management … more
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